CLIFFORD SWAN INVESTMENT COUNSEL LLC: MRSH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CLIFFORD SWAN INVESTMENT COUNSEL LLC on MRSH, newest first. How the timeline and the estimate are built.
CLIFFORD SWAN INVESTMENT COUNSEL LLC held 7,209 MRSH shares at 2026-06-30 per its 13F-HR filed 2026-08-20.
the latest 13F is the newest step
- period ended2026-06-3013F 7,209 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $1,201,524.
13F-HR 0001034642-26-000003 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,209 sharesChange vs previous 13F -16 shares
0.04% of the 13F portfolio, value $1,250,401.
13F-HR 0001034642-26-000002 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,225 sharesChange vs previous 13F -105 shares
0.04% of the 13F portfolio, value $1,340,382.
13F-HR 0001034642-26-000001 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,330 sharesChange vs previous 13F -168 shares
0.05% of the 13F portfolio, value $1,477,215.
13F-HR 0001034642-25-000008 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,498 sharesChange vs previous 13F -142 shares
0.06% of the 13F portfolio, value $1,639,363.
13F-HR 0001034642-25-000003 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,640 sharesChange vs previous 13F +6 shares
0.07% of the 13F portfolio, value $1,864,389.
13F-HR 0001034642-25-000002 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,634 sharesChange vs previous 13F -40 shares
0.06% of the 13F portfolio, value $1,621,538.
13F-HR 0001034642-25-000001 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,674 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $1,711,993.
13F-HR 0001034642-24-000012 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).